Filing at a Glance Company: Transamerica Life Insurance Company SERFF Tr Num: AEGJ-127820390 State: Arkansas TOI: LTC03I Individual Long Term Care SERFF Status: Closed-Filed State Tr Num: 50253 Sub-TOI: LTC03I.001 Qualified Co Tr Num: ADV TLC CCF TC2 ARState Status: Filed-Closed 1111 Filing Type: Advertisement Reviewer(s): Donna Lambert Authors: Julie Maclin, Joan Disposition Date: 11/14/2011 Shumaker, Patsy Holt Date Submitted: 11/14/2011 Disposition Status: Filed Implementation Date Requested: On Approval Implementation Date: 11/14/2011 State Filing Description: General Information Project Name: ADV TLC CCF TC2 AR 1111 Status of Filing in Domicile: Not Filed Project Number: ADV TLC CCF TC2 AR 1111 Date Approved in Domicile: Requested Filing Mode: Review & Approval Domicile Status Comments: Advertising not required to be filed in domicile. Explanation for Combination/Other: Market Type: Individual Submission Type: New Submission Individual Market Type: Overall Rate Impact: Filing Status Changed: 11/14/2011 State Status Changed: 11/14/2011 Deemer Date: Created By: Joan Shumaker Submitted By: Joan Shumaker Corresponding Filing Tracking Number: Filing Description: Please see cover letter on the Supporting Documentation tab. Company and Contact Filing Contact Information Joan Shumaker, Advertising Manager P.O. Box 93007 Hurst, TX 76053-3007 Filing Company Information joan.shumaker@transamerica.com 817-285-3363 [Phone] 817-285-3394 [FAX]
Transamerica Life Insurance Company CoCode: 86231 State of Domicile: Iowa P O Box 93005 Group Code: 468 Company Type: Hurst, TX 76053-3005 Group Name: State ID Number: (800) 553-7600 ext. [Phone] FEIN Number: 39-0989781 --------- Filing Fees Fee Required? Yes Fee Amount: $50.00 Retaliatory? No Fee Explanation: 1 Advertisement X $50 each Per Company: No COMPANY AMOUNT DATE PROCESSED TRANSACTION # Transamerica Life Insurance Company $50.00 11/14/2011 53707219
Correspondence Summary Dispositions Status Created By Created On Date Submitted Filed Donna Lambert 11/14/2011 11/14/2011
Disposition Disposition Date: 11/14/2011 Implementation Date: 11/14/2011 Status: Filed Comment: Rate data does NOT apply to filing.
Schedule Schedule Item Schedule Item Status Public Access Supporting Document Cover Letter Filed Yes Supporting Document AR Variables Document Filed Yes Form Care Coordination Flyer Filed Yes
Form Schedule Lead Form Number: TLC CCF TC2 AR 1111 Schedule Item Status Form Number Form Type Form Name Action Action Specific Data Filed TLC CCF Advertising Care Coordination Initial 11/14/2011 TC2 AR Flyer 1111 Readability Attachment TLC CCF TC2 AR 1111 filing.pdf
TransCare II Long Term Care insurance can help guide you through the tough times. Optional Care Coordination Benefit Transamerica Life Insurance Company understands that the need for long term care may come at a time of emotional stress. That s why every TransCare II policy comes with a valuable Care Coordination benefit. This benefit covers a Care Coordinator 1 who can help you answer some confusing questions such as: What type of care do I need? Where do I find a qualified provider? What other alternatives are available? The Care Coordinator: Is a Licensed Health Care Practitioner; Is normally familiar with your community and the variety of resources and services available to you locally; and Focuses on helping you identify the care you need. Additionally, when you use a Care Coordinator who is approved and contracted by us, you also have access at no additional cost to the Remain at Home Benefit which may provide for Home Modifications, Caregiver Training for a Volunteer Caregiver, Therapeutic Devices or Technology and Medical Alert Systems. The best way to help protect your future is to prepare. [Call] [your insurance agent/producer] [,] [Transamerica Life] [at XXX-XXX-XXXX] [or] [A]ttend an insurance sales presentation and enrollment meeting] for details about all your choices and for information on how TransCare II Long Term Care insurance can help protect you from the high cost of long term care. INDIVIDUAL LONG TERM CARE INSURANCE TLC CCF TC2 AR 1111
1 For a Care Coordinator who is contracted and approved by Us, there is no charge to You for the covered services of a Care Coordinator. No amount will be subtracted from the Policy Maximum Amount. For a Care Coordinator who is not contracted and approved by Us, the Optional Care Coordination Benefit is limited to $2,500, any amount paid for such covered Care Coordination services will be deducted from the Policy Maximum Amount, and the Care Coordinator must be employed by a Care Coordination Agency and provide Care Coordination services. Underwritten by Transamerica Life Insurance Company. Qualifying for benefits is required. Exclusions and limitations apply. Premiums and benefits vary depending upon plan selected. Contact [your insurance agent/producer] [or] [Transamerica Life] for details. Policy TLC 2-P AR 0410. Home Office: Cedar Rapids, IA Administrative Office: P. O. Box 95302 Hurst, TX 76053
Supporting Document Schedules Item Status: Status Date: Satisfied - Item: Cover Letter Filed 11/14/2011 Comments: Attachment: AR CCF Letter.pdf Item Status: Status Date: Satisfied - Item: AR Variables Document Filed 11/14/2011 Comments: Attachment: AR TC2 Variables.pdf
November 14, 2011 Home Office: Cedar Rapids, Iowa Long Term Care Division P O Box 95302 Hurst, Texas 76053-5302 800-553-7600, ext 3363 joan.shumaker@transamerica.com Commissioner Jay Bradford Arkansas Insurance Department 1200 West 3 rd Street Little Rock, AR 72201-1904 RE: Long Term Care Advertising NAIC #: 86231 FEIN #: 39-0989781 Form # / Description: TLC CCF TC2 AR 1111 Invitation to Inquire Care Coordination Flyer Dear Commissioner Bradford: Enclosed is the referenced form submitted for your review and approval. This form is intended to replace TLC CCF TC2 AR 0611, approved by your department on July 22, 2011 (SERFF # AEGJ- 127211234). The only change was to change information that the Care Coordinator is a Licensed Health Care Practitioner. It previously indicated a Care Coordinator would be chosen from our list, which is incorrect. This form will be used to solicit policy form TLC 2-P AR 0410, et al., which was approved by your department on October 11, 2011 (SERFF #AEGJ-126778143). It is our intention to use this form in both paper and electronic form. Bracketed information is intended to be variable. Please see the attached Variables document on the Supporting Documentation tab. We trust that this form will meet with your approval. If you have any questions, please contact me. Sincerely, Joan Shumaker, AIRC, ACS, LTCP Advertising Manager Transamerica Long Term Care Division
Home Office: Cedar Rapids, Iowa Long Term Care Division P.O. Box 95302 Hurst, TX 76053-5302 ARKANSAS Statement of Variability For Illustration Form(s) TLC CCF TC2 AR 1111 Cover page: [Call] [your [insurance agent/producer] [Transamerica Life [at XXX-XXX-XXXX]/ [or] [A]ttend an insurance sales presentation and enrollment meeting]. - is variable throughout each form depending upon the employer or association. It will always be a licensed insurance producer/agent who talks with the customer about product benefits. Last page: Contact [your insurance agent/producer] [or] [Transamerica Life] is variable throughout each form depending upon the employer or association group. It will always be a licensed insurance producer/agent who talks with the customer about product benefits.